Are you an expert, a freelancer or maybe you’re simply looking for more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a extremely simple and quick tool to enable individuals who have an interest in my service and in my work to book time with me. So I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since actually everything is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only permits Calendly to book those appointments directly to your calendar but it also allows Calendly.
to examine other reservations that you might have going on. And what I mean by this, is things beyond just Calendly visits however things that are occurring maybe in your personal life or other meetings that show up as a part of your day. Down below here, you can also check for disputes. You can use multiple calendars to check for conflicts more than just the one that you have actually chosen up here and you can likewise define which calendar to include those appointments to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can verify with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to upload an image. If this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and maybe a welcome message simply when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to add here. And finally, we can click on the my link.
Now this is probably more important than you think. In most cases, you’re gon na wan na put the name of your business or maybe it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social networks accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those changes take place. I’m gon na click my link here just to show you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that people can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s carry on to the occasions themselves and how can you set up several occasions so that it’s as easy for your potential leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is truly our main page here on the home screen where you can add and edit existing occasions. I’ve got 2 events that I’m using at the moment however let’s go and create a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We’ve got two options here, we can either create an one-on-one meeting or a group conference. Now a group conference lets several invitees consult with you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. In a lot of cases, the majority of individuals are using Calendly for individually meeting.
So let’s state create for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than just your reference. This is what people are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Meeting with Scott, actually basic here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add a location and you can see we can tell our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in most cases, depending upon the choice that you choose, you may have some extra choices awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I need to know who I’m calling or I can select this option, my guest should call me. In this case, I can add my preferred telephone number here and the excellent thing with Calendly is that it’s not going to display this number until they have actually booked the appointment. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s just after they’ve scheduled the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save that choice here. If you have multiple events that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na neglect especially. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to possibly a few of the other occasions that I have available. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to determine however also if I simply paste this link and copy, they understand what they’re getting too.
And last but not least, we can pick a different color. This is very handy if you have numerous events, I’m gon na select red in this case so it sticks out from the other occasions that I’ve already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a great deal of